See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,675 | $54,229-93.2% | $70,092-94.8% | $68,494-94.6% |
| Participation rate | 48.1% | 64.5%-16.3pp | 70.5%-22.3pp | 67.9%-19.7pp |
| Annual return | 0.00% | -13.87%+13.9pp | 190.73%-190.7pp | -7.84%+7.8pp |
| Employer contribution / active EE | $881 | $2,018-56.4% | $2,559-65.6% | $2,596-66.1% |
| Participant deferral / active EE | $881 | $2,956-70.2% | $3,849-77.1% | $4,027-78.1% |
| Admin fee / account holder | $5 | $4,694-99.9% | $6,267-99.9% | $5,403-99.9% |